JACOB MICHAEL LO CASCIO
Financial Adviser · Maryville, NSW
📚 Qualifications & Training
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2014 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2019 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.